SevenBridge Financial Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
8,784
-2,759
| -24% | -$259K | 0.15% | 127 |
|
|
2025
Q1 | $1.01M | Sell |
11,543
-7,210
| -38% | -$633K | 0.2% | 119 |
|
|
2024
Q4 | $1.62M | Sell |
18,753
-129
| -0.7% | -$11.2K | 0.31% | 87 |
|
|
2024
Q3 | $1.67M | Hold |
18,882
| – | – | 0.32% | 82 |
|
|
2024
Q2 | $1.63M | Hold |
18,882
| – | – | 0.36% | 74 |
|
|
2024
Q1 | $1.43M | Hold |
18,882
| – | – | 0.32% | 83 |
|
|
2023
Q4 | $1.32M | Sell |
18,882
-1,805
| -9% | -$127K | 0.31% | 82 |
|
|
2023
Q3 | $1.34M | Hold |
20,687
| – | – | 0.35% | 78 |
|
|
2023
Q2 | $1.45M | Sell |
20,687
-359
| -2% | -$25.2K | 0.38% | 73 |
|
|
2023
Q1 | $1.46M | Sell |
21,046
-53
| -0.3% | -$3.69K | 0.4% | 71 |
|
|
2022
Q4 | $1.51M | Sell |
21,099
-100
| -0.5% | -$7.14K | 0.44% | 61 |
|
|
2022
Q3 | $1.44M | Sell |
21,199
-201
| -0.9% | -$13.7K | 0.49% | 54 |
|
|
2022
Q2 | $1.53M | Buy |
21,400
+69
| +0.3% | +$4.92K | 0.62% | 49 |
|
|
2022
Q1 | $1.55M | Sell |
21,331
-55
| -0.3% | -$3.99K | 0.54% | 50 |
|
|
2021
Q4 | $1.47M | Sell |
21,386
-250
| -1% | -$17.1K | 0.44% | 65 |
|
|
2021
Q3 | $1.34M | Sell |
21,636
-697
| -3% | -$43.2K | 0.45% | 62 |
|
|
2021
Q2 | $1.35M | Buy |
22,333
+116
| +0.5% | +$7.02K | 0.44% | 67 |
|
|
2021
Q1 | $1.38M | Buy |
22,217
+115
| +0.5% | +$7.15K | 0.5% | 57 |
|
|
2020
Q4 | $1.36M | Hold |
22,102
| – | – | 0.53% | 54 |
|
|
2020
Q3 | $1.2M | Sell |
22,102
-500
| -2% | -$27.1K | 0.55% | 56 |
|
|
2020
Q2 | $1.17M | Buy |
22,602
+1
| +0% | +$52 | 0.58% | 54 |
|
|
2020
Q1 | $1.22M | Sell |
22,601
-303
| -1% | -$16.4K | 0.71% | 45 |
|
|
2019
Q4 | $1.46M | Sell |
22,904
-645
| -3% | -$41.1K | 0.38% | 47 |
|
|
2019
Q3 | $1.46M | Sell |
23,549
-1,000
| -4% | -$61.8K | 0.77% | 43 |
|
|
2019
Q2 | $1.33M | Hold |
24,549
| – | – | 0.48% | 44 |
|
|
2019
Q1 | $1.24M | Sell |
24,549
-34
| -0.1% | -$1.72K | 0.47% | 46 |
|
|
2018
Q4 | $1.06M | Sell |
24,583
-205
| -0.8% | -$8.86K | 0.65% | 47 |
|
|
2018
Q3 | $1.08M | Sell |
24,788
-1,750
| -7% | -$76.3K | 0.57% | 51 |
|
|
2018
Q2 | $1.21M | Sell |
26,538
-579
| -2% | -$26.4K | 0.67% | 47 |
|
|
2018
Q1 | $1.19M | Sell |
27,117
-1,208
| -4% | -$53.1K | 0.68% | 45 |
|
|
2017
Q4 | $1.34M | Buy |
28,325
+1,050
| +4% | +$49.7K | 0.74% | 42 |
|
|
2017
Q3 | $1.34M | Buy |
27,275
+773
| +3% | +$38K | 0.77% | 40 |
|
|
2017
Q2 | $1.27M | Buy |
26,502
+160
| +0.6% | +$7.66K | 0.77% | 41 |
|
|
2017
Q1 | $1.31M | Buy |
26,342
+4,507
| +21% | +$224K | 0.86% | 36 |
|
|
2016
Q4 | $1.11M | Hold |
21,835
| – | – | 0.8% | 36 |
|
|
2016
Q3 | $1.11M | Buy |
21,835
+9,276
| +74% | +$471K | 0.81% | 36 |
|
|
2016
Q2 | $674K | Buy |
+12,559
| New | +$674K | 0.47% | 62 |
|